Redactor

🔒 Remove client names, SSNs, and account numbers from your notes while keeping everything the tax law needs. An illustrative walk-through of the full workflow: redact, let AI do the work, then bring the answer back, all without the client's identity ever leaving your machine.

Start with this sample

This is sample data, not a real client. One click strips the identifying details and asks AI the four questions below: it works the numbers without ever knowing who the client is.

Here's what's safe to share

Copy this into your AI tool. The client's identity stays with you.

✓ Safe to share

See exactly what was removed

🔑 Your local key (stays on this machine)

This key is stored only on your local machine and never goes to the cloud. It is what's used to bring the AI's answers back and re-apply them to the original client, swapping tokens like [Person_1] back to the real names, right here in your browser.

Token	Type	Original value

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☁ Cloud AI step · only the redacted text is sent

Ask Claude

Each question runs against the safe text above, never the original. Hit Send and watch: the AI does the tax work, but it cannot name the client or the SSN, because that never left your machine.

🔒The redacted text above is sent to Anthropic's Claude API (through the AI Lab's key) to answer these questions. Only the de-identified version is sent, never the client's real identity, and nothing is stored. The AI's tax answers are a draft: verify every figure and citation against primary source before relying on it.

These four questions are preset, you can't edit them. Just hit Send.

↩

Bring the answer back

When the AI replies with tokens like [Person_1], paste its answer here. Using your local key, we'll swap the real names back in, in your browser. Nothing is uploaded.

Run the demo above first, then the local key is ready here.

Keeps tax facts (amounts, %, dates, states, entity type). A safety floor, not a guarantee, eyeball the result before sharing.